1491 results found
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New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
65 votes -
Account transactions report - Accounts filter or bulk select account type
Give us the ability to run transaction reports by Account groups (ie: Balance Sheet, P&L) so we don't have to go clicking a bunch of accounts. It would make life much easier.
1 vote -
VAT Return - Exclude adjusted rounding VAT transactions of 0.01
On VAT returns, there are "ADJUSTED" columns. This is a good idea as it can highlight mistakes, but it also picks up any auto-rounding error created by Xero itself, always of £0.01. This is annoying as it means each of these "Adjusted" entries needs to be checked.
My proposal is to not include any rounding errors of £0.01
It will save a lot of time having to go through every "adjusted" item, as it would whittle them down to only ones with real error.2 votes -
Reporting - Include unbilled, approved Purchase Orders in Management Accounts
We currently use a custom report for our management account reporting which is basically full year budget buy account code, budget YTD, Actual YTD and variances to show remaining budget YTD and remaining annual budget. We would like to be able to add a feature that includes all approved orders not yet billed so that our stakeholders can actually see the true budgets remaining to enable them to make informed decisions about future spend.
2 votes -
Bank Reconciliation - Suggest a choice of similar Bank Rules to match from
In some instances we have matchable bank feed lines which need handling on one or two different way.
For example, A refund might be vatable or non vatable depending on the customer
A staff payment might be payroll or it might be expensesIt would be nice here to have 2 rules with identical match perams, but alternative line handling and xero could suggest both of them in the bank feed. OR when you click "Don't apply role" it would suggest the next one.
As far as I can tell the first rule that matches in the list is the…
2 votes -
Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
5 votes -
Reconciliation - show the full statement line
The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?
28 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
11 votes -
Inventory - Highest selling product and most profitable item reporting
I want a report that will tell me the most popular products and that will tell me what products are the most profitable
3 votes -
Hubdoc - Bulk Configuration Extract
Bulk Configuration Extract from Hubdoc
The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually
4 votes -
Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
7 votes -
Reporting - More Date Range options for one-click access
It would be helpful if the date ranges had 'all dates' selection, as i am finding that i need to look at the past couple of years worth of information and as i have now passed into a new current financial year, i have to keep changing the dates every time i want to search a customer/supplier.
4 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
Inventory Item Summary report - Include Unit & Average price
Reporting - Inventory - Sales by Item
The old report has features the new Inventory Item summary report does not have.
ie: Current unit price and Average Price.
Please add these as columns to be selected in the new report.
Thank you1 voteThanks for your feedback, Jenny. Right now you could run the Inventory Item list report to include Unit Price and Average cost columns. Will be good to get an idea of the demand for this in the Inventory Item Summary report so we'll keep our eyes on the interest of this here.
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Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…9 votes -
Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
11 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
Reporting - Button to show Source Currency from Supplier Bill Activity report
Hi could i have a button to show originate currency in amount inn supplier bill activity report?
1 vote -
UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
10 votes -
Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 votes
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